The Money Marketing Podcast

Why office design appealing to the five senses makes sense

In her latest Weekend Essay, features writer, Amanda Newman Smith explains why office design appealing to the five senses makes sense. Listen now:

In Conversation With… Navigating the Complexities of Fees and Value

Join host Kim Dondo in "In Conversation With" as she discusses the intricacies of financial advising with industry experts Phil Bray, founder of The Yardstick Agency, and Ian Else, founder of 4 Financial Planning. Dive into the world of payment structures, specifically fixed fees, and explore topics such as client perception, effective communication strategies, regulatory considerations, and the impact on profitability and sustainability. Discover trends in client preferences, best practices for fee transparency, and practical advice for advisers transitioning from commission-based models. Gain valuable insights in this podcast that equips both advisers and clients with the knowledge to navigate the complexities of fees and value.

40 lessons I learned as acting editor

In his latest Weekend Essay, Michael Klimes enlightens us with the 40 lessons he learned as acting editor. Listen now

Podcast: Month in Review - June 2023

Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from June. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of July. Tune in now:

In Conversation With… Yasmina Siadatan, sales and marketing director, Dynamic Planner

In this episode of In Conversation with, host Lois Vallely chats to Yasmina Siadatan, sales and marketing director at Dynamic Planner, about her journey from owning her own restaurant, to winning The Apprentice, to joining Dynamic Planner. She also talks about the need to increase trust in the financial advice profession and close the advice gap, and urges anyone looking to join financial services to “just do it”.

What my dad taught me about financial advisers

In this podcast episode, inspired by his Weekend Essay, Darius McQuaid delves into the importance of personal connections with financial advisers. While lacking direct experience, Darius explores his friend's account of the crypto bear market and discusses how the cost-of-living crisis is driving younger clients to seek financial advice. He also shares his father's positive experience with a financial adviser, highlighting the benefits of consolidating pensions and achieving better returns.

In Conversation With… Jake Moeller, Senior Investment Consultant at Square Mile

In this episode of In Conversation with, host Lois Vallely talks to Jake Moeller, Senior Investment Consultant at Square Mile Investment Consulting and Research. Jake talks about his journey into financial services, and what he sees as some of the biggest challenges for financial advisers currently. He also talks about the rising importance of sustainability and responsible investing, and how he thinks financial advisers are responding to the imminent implementation deadline for the Consumer Duty.

In Conversation With…James Mabey, Partner at Winckworth Sherwood LLP

Join host Kim Dondo in a thought-provoking conversation with James Mabey, Partner at Winckworth Sherwood LLP, as they delve into the crucial topic of estate planning. In this enlightening episode, they explore why it is imperative for individuals to prioritise writing their wills and Lasting Powers of Attorney (LPAs). Discover the transformative impact of proper planning, unravelling the legal complexities, and the significant benefits that arise when more attention is devoted to these essential documents. Tune in and unlock the power of proactive decision-making for your future.

In Conversation With… Heather Hopkins and Gillian Hepburn

In this episode of In Conversation with, host Lois Vallely speaks to Heather Hopkins – managing director of research and consultancy firm NextWealth, and Gillian Hepburn – head of UK intermediary solutions at Schroders. They have a wide-ranging discussion about everything from adviser charges and fees to consolidation and even touch on pubs. They also talk about how technology will transform the financial advice space, and offer their advice for someone looking to break into the profession.

In Conversation With… Lee Coates, Director, ESG Accord

In this episode of In Conversation with, host Lois Vallely chats to Lee Coates, director of ESG Accord, about why advisers need to act now to be compliant with the Consumer Duty and sustainability disclosure requirements to deliver good client outcomes. He talks about what the rules are for advisers around ESG and sustainable options, and what happens if they do not discuss these options with their clients. He also discusses what impact sustainability labels and disclosure statements will have on the advice process.